Consumer computing isn’t going to stop, people will just shift to other means of procuring it. Eventually some other player will take over the gap. The present limits on manufacturing chips and the decay of the petrodollar is going to shake things up. Just like we saw with the home console market, when you abandon a productive market, somebody else eventually just takes it.
Supposedly it’s really expensive and takes a long time to build new factories for the basic essential components, and nobody wants to commit to doing that because of the risk that the current spike in demand will not sustain and they will have to sell what they produce for cheap.
If there is a gap in the meantime, consumers will be incentivized to move away from hardware they can’t afford which could have long term effects on what kind of computing they are used to, ie. using less PCs, more mobile devices relying on cloud servers.
Until RAM prices come down nobody can swoop in. Nobody is going to sell to market with very small profit margins when you could sell to a market that’s almost pure margin.
When RAM prices come back down they’ll go back to their usual MO of Nvidia minus 5-10%
These fools think they can leave a gaping hole in the market with no consequences, fascinating.
They are saying the market price is so high that consumers will no longer purchase their product.
Apart from that what other consequences are there?
Consumer computing isn’t going to stop, people will just shift to other means of procuring it. Eventually some other player will take over the gap. The present limits on manufacturing chips and the decay of the petrodollar is going to shake things up. Just like we saw with the home console market, when you abandon a productive market, somebody else eventually just takes it.
Supposedly it’s really expensive and takes a long time to build new factories for the basic essential components, and nobody wants to commit to doing that because of the risk that the current spike in demand will not sustain and they will have to sell what they produce for cheap.
If there is a gap in the meantime, consumers will be incentivized to move away from hardware they can’t afford which could have long term effects on what kind of computing they are used to, ie. using less PCs, more mobile devices relying on cloud servers.
Until RAM prices come down nobody can swoop in. Nobody is going to sell to market with very small profit margins when you could sell to a market that’s almost pure margin.
When RAM prices come back down they’ll go back to their usual MO of Nvidia minus 5-10%
I think its more limitations drive innovations. They may not be the source of that innovations.